Yet another update on the Thai flood-induced troubles

Nov 28, 2011 09:59 GMT  ·  By

People may or may not be getting fed up with the constant laments regarding the HDD market, but something so disruptive is bound to get media coverage, so here it is again, another report on the matter.

This time, we aren't saying that HDDs got even more expensive than before. We already saw the 'official' 10% price rise actually turning into 100% or even 200% in extreme cases.

Now, people in the know gave a sort of estimate for what the global supply of HDDs will look like at the end of the year.

Based on what supply chain sources have been saying, the fourth quarter (October-December) is headed for a 35% shortage.

Where demand is at about 180 million, global supply won't make it past 110-130 million, though it is believed that things will improve as early as Q1, 2012.

This is at odds with more pessimistic predictions, which say shortages will last throughout the entirety of 2012, or at least the first half.